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Boltwood Capital Management

Q1 2026 · 13F-HR

Boltwood Capital Managementholdings as filed

Filed 2026-04-08 · accession 0001563690-26-000002

$392.1M
Reported value
184
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524805SCHFSCHWAB STRATEGIC TR$28.4M7.23%1,145,614CommonSOLE
33939L506TDTTFLEXSHARES TR$21.9M5.60%905,288CommonSOLE
464288588MBBISHARES TR$12.8M3.26%134,437CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$12.5M3.20%274,680CommonSOLE
464288661IEIISHARES TR$11.6M2.97%98,073CommonSOLE
037833100AAPLAPPLE INC$9.6M2.45%37,782CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.4M2.40%53,862CommonSOLE
33939L662HYGVFLEXSHARES TR$9.4M2.39%233,538CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$8.4M2.15%255,695CommonSOLE
464287507IJHISHARES TR$8.0M2.03%117,820CommonSOLE
02079K305GOOGLALPHABET INC$7.7M1.97%26,866CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.5M1.90%56,181CommonSOLE
594918104MSFTMICROSOFT CORP$7.1M1.82%19,292CommonSOLE
33939L407GUNRFLEXSHARES TR$7.1M1.82%129,236CommonSOLE
464287804IJRISHARES TR$7.1M1.81%56,962CommonSOLE
464288513HYGISHARES TR$7.0M1.78%87,505CommonSOLE
464287457SHYISHARES TR$6.9M1.75%83,325CommonSOLE
33939L779MBSDFLEXSHARES TR$5.9M1.51%285,683CommonSOLE
149123101CATCATERPILLAR INC$5.4M1.37%7,571CommonSOLE
33939L795NFRAFLEXSHARES TR$5.3M1.36%83,619CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$5.3M1.34%112,235CommonSOLE
33939L787GQREFLEXSHARES TR$5.0M1.27%83,627CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$5.0M1.27%16,982CommonSOLE
166764100CVXCHEVRON CORPORATION$4.7M1.20%22,765CommonSOLE
78464A383SPMBSPDR SERIES TRUST$4.5M1.15%202,063CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.3M1.10%25,427CommonSOLE
464288646IGSBISHARES TR$4.2M1.08%80,715CommonSOLE
023135106AMZNAMAZON COM INC$3.8M0.98%18,405CommonSOLE
33939L761SKORFLEXSHARES TR$3.7M0.95%76,597CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$3.7M0.93%49,075CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.4M0.87%117,932CommonSOLE
464287465EFAISHARES TR$3.1M0.79%32,052CommonSOLE
482480100KLACKLA CORP$3.0M0.76%2,030CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.9M0.75%95,254CommonSOLE
464287440IEFISHARES TR$2.9M0.73%30,050CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.8M0.73%19,422CommonSOLE
548661107LOWLOWES COS INC$2.8M0.72%11,942CommonSOLE
30303M102METAMETA PLATFORMS INC$2.8M0.71%4,869CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.8M0.71%25,560CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.6M0.67%43,017CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$2.6M0.66%102,795CommonSOLE
931142103WMTWALMART INC$2.3M0.59%18,580CommonSOLE
46429B747STIPISHARES TR$2.3M0.59%22,265CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.3M0.58%20,546CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2.3M0.58%13,982CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.2M0.57%45,253CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.1M0.55%7,100CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.1M0.53%27,644CommonSOLE
742718109PGPROCTER & GAMBLE CO$2.0M0.51%13,952CommonSOLE
191216100KOCOCA COLA CO$2.0M0.51%26,213CommonSOLE
002824100ABTABBOTT LABORATORIES$2.0M0.50%19,283CommonSOLE
872540109TJXTJX COS INC NEW$1.9M0.49%12,128CommonSOLE
78464A664SPTLSPDR SERIES TRUST$1.9M0.49%72,420CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.9M0.48%11,868CommonSOLE
464287432TLTISHARES TR$1.8M0.46%20,935CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.8M0.45%8,707CommonSOLE
79466L302CRMSALESFORCE INC$1.7M0.44%9,216CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.7M0.44%1,719CommonSOLE
532457108LLYELI LILLY & CO$1.7M0.44%1,860CommonSOLE
75513E101RTXRTX CORPORATION$1.7M0.43%8,704CommonSOLE
717081103PFEPFIZER INC$1.6M0.41%56,819CommonSOLE
33939L886RAVIFLEXSHARES TR$1.5M0.39%20,073CommonSOLE
68389X105ORCLORACLE CORP$1.5M0.38%10,195CommonSOLE
00287Y109ABBVABBVIE INC$1.5M0.38%6,875CommonSOLE
020002101ALLALLSTATE CORP$1.5M0.37%7,044CommonSOLE
949746101WMT2WELLS FARGO & CO$1.4M0.35%17,185CommonSOLE
11135F101AVGOBROADCOM INC$1.4M0.35%4,415CommonSOLE
464288158SUBISHARES TR$1.3M0.34%12,605CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.34%2,685CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.3M0.34%16,102CommonSOLE
78463X749RWOSPDR INDEX SHS FDS$1.3M0.33%28,420CommonSOLE
464288638IGIBISHARES TR$1.3M0.32%23,908CommonSOLE
254687106DISDISNEY WALT CO$1.3M0.32%13,030CommonSOLE
46429B671MCHIISHARES TR$1.2M0.30%21,015CommonSOLE
78464A672SPTISPDR SERIES TRUST$1.2M0.30%40,900CommonSOLE
46429B598INDAISHARES TR$1.1M0.28%23,350CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.28%4,439CommonSOLE
876030107TPRTAPESTRY INC$1.1M0.27%7,554CommonSOLE
09260D107BXBLACKSTONE INC$1.1M0.27%9,151CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.0M0.27%20,865CommonSOLE
46434V878ICSHISHARES TR$1.0M0.26%20,505CommonSOLE
464288372IGFISHARES TR$1.0M0.26%15,130CommonSOLE
78464A367SPLBSPDR SERIES TRUST$999,9000.26%45,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$994,8190.25%2,076CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$988,7880.25%21,547CommonSOLE
35473P819FLCHFRANKLIN TEMPLETON ETF TR$957,7320.24%42,775CommonSOLE
922908769VTIVANGUARD INDEX FDS$957,2970.24%2,984CommonSOLE
437076102HDHOME DEPOT INC$935,6920.24%2,845CommonSOLE
17275R102CSCOCISCO SYS INC$929,9160.24%11,985CommonSOLE
12572Q105CMECME GROUP INC$928,8760.24%3,145CommonSOLE
032654105ADIANALOG DEVICES INC$924,5150.24%2,906CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$913,5210.23%14,139CommonSOLE
35473P686FLTWFRANKLIN TEMPLETON ETF TR$888,8360.23%13,050CommonSOLE
02079K107GOOGALPHABET INC$843,3680.22%2,940CommonSOLE
88160R101TSLATESLA INC$834,5790.21%2,245CommonSOLE
46434G772EWTISHARES INC$833,3100.21%11,750CommonSOLE
235851102DHRDANAHER CORP DEL$828,5520.21%4,370CommonSOLE
713448108PEPPEPSICO INC$820,0860.21%5,281CommonSOLE
097023105BABOEING CO$794,9260.20%3,994CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$755,3170.19%8,037CommonSOLE
609207105MDLZMONDELEZ INTL INC$751,2800.19%13,034CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$731,2040.19%3,400CommonSOLE
464288356CMFISHARES TR$705,9170.18%12,415CommonSOLE
58933Y105MRKMERCK & CO INC$702,8540.18%5,843CommonSOLE
37733W204GSKGSK PLC$683,6940.17%12,388CommonSOLE
35473P710FLKRFRANKLIN TEMPLETON ETF TR$676,7930.17%16,975CommonSOLE
74340W103PLDPROLOGIS INC.$673,4570.17%5,095CommonSOLE
464287234EEMISHARES TR$670,2920.17%11,803CommonSOLE
65339F101NEENEXTERA ENERGY INC$661,6770.17%7,124CommonSOLE
46435G334EWUISHARES TR$659,4810.17%14,475CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$652,4110.17%3,211CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$637,0430.16%15,602CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$631,4260.16%2,605CommonSOLE
126650100CVSCVS HEALTH CORP$630,9390.16%8,785CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$630,8590.16%3,935CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$626,0330.16%740CommonSOLE
09290D101BLKBLACKROCK INC$614,5330.16%639CommonSOLE
580135101MCDMCDONALDS CORP$600,1350.15%1,931CommonSOLE
063671101BMOBANK MONTREAL MEDIUM$592,1130.15%4,375CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$591,1990.15%10,938CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$584,9790.15%9,952CommonSOLE
00206R102TAT&T INC$569,5850.15%19,648CommonSOLE
03073E105CORCENCORA INC$564,1950.14%1,796CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$551,6140.14%1,922CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$551,3000.14%4,210CommonSOLE
46434G822EWJISHARES INC$546,7490.14%6,475CommonSOLE
172967424CCITIGROUP INC$544,4810.14%4,801CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$514,8000.13%2,968CommonSOLE
922908553VNQVANGUARD INDEX FDS$501,6870.13%5,656CommonSOLE
464286772EWYISHARES INC$500,0360.13%4,065CommonSOLE
03027X100AMTAMERICAN TOWER CORP$458,5450.12%2,657CommonSOLE
64110L106NFLXNETFLIX INC.$455,4630.12%4,737CommonSOLE
G29183103ETNEATON CORP PLC$450,3070.11%1,259CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$448,6320.11%12,400CommonSOLE
46982L108JJACOBS SOLUTIONS INC$441,0250.11%3,465CommonSOLE
00724F101ADBEADOBE INC$440,9470.11%1,814CommonSOLE
464286707EWQISHARES INC$440,3070.11%10,150CommonSOLE
75734B100RDDTREDDIT INC$402,6040.10%2,990CommonSOLE
464286749EWLISHARES INC$394,0270.10%6,700CommonSOLE
464286509EWCISHARES INC$383,5300.10%7,000CommonSOLE
92204A702VGTVANGUARD WORLD FD$381,6530.10%547CommonSOLE
438516106HONHONEYWELL INTL INC$369,7850.09%1,636CommonSOLE
464286806EWGISHARES INC$366,9480.09%9,250CommonSOLE
G5960L103MDTMEDTRONIC PLC$362,4570.09%4,183CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$361,7770.09%5,965CommonSOLE
92204A884VOXVANGUARD WORLD FD$357,3420.09%1,987CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$352,9090.09%3,903CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$349,4170.09%895CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$341,8620.09%6,810CommonSOLE
291011104EMREMERSON ELEC CO$341,1760.09%2,604CommonSOLE
88579Y101MMM3M CO$330,6890.08%2,277CommonSOLE
369604301GEGE AEROSPACE$321,5110.08%1,133CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$321,1330.08%7,100CommonSOLE
406216101HALHALLIBURTON CO$319,1330.08%8,185CommonSOLE
458140100INTCINTEL CORP$313,3230.08%7,100CommonSOLE
718172109PMPHILIP MORRIS INTL INC$311,6660.08%1,885CommonSOLE
48251W104KKRKKR & CO INC$307,0080.08%3,319CommonSOLE
902973304USBUS BANCORP$300,0980.08%5,770CommonSOLE
464288562REZISHARES TR$299,5560.08%3,600CommonSOLE
615369105MCOMOODYS CORP$296,6500.08%680CommonSOLE
92204A306VDEVANGUARD WORLD FD$292,2650.07%1,689CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$278,2010.07%1,403CommonSOLE
464286780EZAISHARES INC$277,9800.07%4,100CommonSOLE
78463X855GIISPDR INDEX SHS FDS$275,1920.07%3,620CommonSOLE
N07059210ASMLASML HLDG NV$270,7700.07%205CommonSOLE
907818108UNPUNION PAC CORP$269,3080.07%1,110CommonSOLE
219350105GLWCORNING INC$257,6630.07%1,895CommonSOLE
25746U109DDOMINION ENERGY INC$256,5530.07%4,150CommonSOLE
670346105NUENUCOR CORP$252,8050.06%1,495CommonSOLE
461202103INTUINTUIT$252,0780.06%583CommonSOLE
92204A108VCRVANGUARD WORLD FD$252,0390.06%702CommonSOLE
34959J108FTVFORTIVE CORP$243,2320.06%4,400CommonSOLE
92204A405VFHVANGUARD WORLD FD$241,2580.06%1,997CommonSOLE
09062X103BIIBBIOGEN INC$233,5620.06%1,274CommonSOLE
464288414MUBISHARES TR$232,5750.06%2,191CommonSOLE
780259305SHELSHELL PLC$230,1750.06%2,475CommonSOLE
855244109SBUXSTARBUCKS CORP$228,9020.06%2,555CommonSOLE
80004C200SNDKSANDISK CORP$219,1920.06%345CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$216,3880.06%6,760CommonSOLE
36828A101GEVGE VERNOVA INC$213,8610.05%245CommonSOLE
464286400EWZISHARES INC$211,1450.05%5,500CommonSOLE
92826C839VVISA INC$202,5010.05%670CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$201,8660.05%1,380CommonSOLE
05964H105SANBANCO SANTANDER SA$124,0800.03%11,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.